Investment strategies that combine equity market exposure with positive net cash flow may benefit from a new, higher rate environment.
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.
Despite strong equity market returns, actively managed equity and direct index strategies were still able to find tax loss harvesting opportunities.
Analysis shows how higher interest rates and equity market volatility have benefited Gateway’s options-based strategies in 2023.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.
Even with a pause in the rate hikes and improving data releases, investors should not expect a return to the recent period of ultra-low rates.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.
Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.
Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.